TrailheadGuides & AssignmentsAssignments
AS-01Staffing preference

Capture a Requested Guide Preference

A returning passenger asks for a familiar guide, but the request must remain useful context rather than become a staffing promise.

Track

Assignments

Phase

Staffing preference

Starts with

Passenger preference known

Ends with

Preference visible for staffing

Use a CIS with returning-passenger context to record a guide preference without assigning that person.

Before you start

Act as
An Ops user preparing passenger context
CIS
A CIS with returning-passenger context and a current booking team
Starting state
No requested guide is recorded

Run the scenario

  1. 1OperationsTrailhead · CIS passenger context

    Open the returning-passenger context and select a requested guide.

    Expected evidence

    The preference is visible without changing the booking team.

  2. 2ManagerTrailhead · CIS booking team

    Review the preference while planning the team.

    Expected evidence

    The requested guide remains context, not a confirmed assignment.

Scenario completed

Preference visible for staffing

Requested-guide context
Not recordedVisible preference

If it does not match

  • If the guide is unavailable in the selector, they are not part of the current CIS team context.
  • If the preference appears as assigned work, the requested-guide and booking-team concepts have been confused.